Wealthcare Advisory Partners’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Wealthcare Advisory Partners’s Portfolio SPLV Stock Details SPLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Sell	19,672 -792	-4%	-$58.3K	0.03%	423
2026 Q1	$1.5M	Buy	20,464 +1,360	+7%	+$101K	0.03%	420
2025 Q4	$1.36M	Buy	19,104 +5,101	+36%	+$367K	0.03%	438
2025 Q3	$1.03M	Buy	14,003 +116	+0.8%	+$8.48K	0.02%	496
2025 Q2	$1.01M	Sell	13,887 -14,155	-50%	-$1.02M	0.02%	481
2025 Q1	$2.1M	Buy	28,042 +14,021	+100%	+$1.01M	0.06%	275
2024 Q4	$981K	Sell	14,021 -4,648	-25%	-$335K	0.03%	424
2024 Q3	$1.34M	Buy	18,669 +4,981	+36%	+$342K	0.04%	348
2024 Q2	$889K	Sell	13,688 -1,033	-7%	-$66.9K	0.03%	418
2024 Q1	$970K	Buy	14,721 +4,842	+49%	+$309K	0.03%	374
2023 Q4	$619K	Sell	9,879 -2,922	-23%	-$176K	0.02%	441
2023 Q3	$753K	Sell	12,801 -747	-6%	-$46.2K	0.03%	335
2023 Q2	$851K	Buy	13,548 +200	+1%	+$12.5K	0.04%	320
2023 Q1	$833K	Sell	13,348 -46,404	-78%	-$2.9M	0.04%	327
2022 Q4	$3.82M	Buy	59,752 +6,191	+12%	+$384K	0.18%	94
2022 Q3	$3.1M	Buy	53,561 +45,945	+603%	+$2.91M	0.18%	102
2022 Q2	$472K	Buy	7,616 +1,650	+28%	+$107K	0.03%	331
2022 Q1	$400K	Buy	5,966 +530	+10%	+$34.5K	0.02%	351
2021 Q4	$373K	Sell	5,436 -7,054	-56%	-$454K	0.02%	388
2021 Q3	$760K	Sell	12,490 -6,848	-35%	-$432K	0.05%	232
2021 Q2	$1.18M	Buy	19,338 +233	+1%	+$14.1K	0.08%	171
2021 Q1	$1.11M	Sell	19,105 -1,916	-9%	-$108K	0.08%	162
2020 Q4	$1.18M	Sell	21,021 -59	-0.3%	-$3.24K	0.11%	122
2020 Q3	$1.13M	Sell	21,080 -4,968	-19%	-$264K	0.12%	111
2020 Q2	$1.29M	Sell	26,048 -7,298	-22%	-$359K	0.16%	82
2020 Q1	$1.56M	Sell	33,346 -1,094	-3%	-$61.2K	0.23%	56
2019 Q4	$2.01M	Buy	34,440 +2,459	+8%	+$141K	0.26%	50
2019 Q3	$1.85M	Sell	31,981 -107	-0.3%	-$6.03K	0.27%	48
2019 Q2	$1.76M	Buy	32,088 +1,108	+4%	+$59.6K	0.28%	49
2019 Q1	$1.63M	Buy	30,980 +3,845	+14%	+$193K	0.28%	53
2018 Q4	$1.27M	Buy	27,135 +1,547	+6%	+$75K	0.25%	60
2018 Q3	$1.27M	Sell	25,588 -318	-1%	-$15.6K	0.23%	59
2018 Q2	$1.23M	Sell	25,906 -1,891	-7%	-$88.7K	0.24%	60
2018 Q1	$1.31M	Buy	27,797 +300	+1%	+$14.2K	0.3%	48
2017 Q4	$1.31M	Buy	27,497 +11,888	+76%	+$560K	0.34%	42
2017 Q3	$715K	Buy	+15,609	New	+$707K	0.21%	61

Other funds holding SPLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Wealthcare Advisory Partners's SPLV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 3.9% in Q2 2026, selling an estimated $58.3K and leaving 19,672 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #423.

Wealthcare Advisory Partners first reported a position in SPLV in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.82M in Q4 2022. 177 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Wealthcare Advisory Partners held 19,672 shares of Invesco S&P 500 Low Volatility ETF worth $1.47M as of Q2 2026.
Wealthcare Advisory Partners sold 792 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $58.3K.
Invesco S&P 500 Low Volatility ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #423 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 Low Volatility ETF position peaked at $3.82M in Q4 2022.
177 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.